CZA icon

Invesco Zacks Mid-Cap ETF
CZA

Overview Fund Activity

52 hedge funds and large institutions have $158M invested in Invesco Zacks Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$72.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.6M
3
NL
NWAM LLC
Washington
$1.48M
4
Goldman Sachs
Goldman Sachs
New York
$848K
5
KAS
Kestra Advisory Services
Texas
$628K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$240K
2
Morgan Stanley
Morgan Stanley
New York
$9.26M
3
Citadel Advisors
Citadel Advisors
Florida
$471K
4
AAS
Avantax Advisory Services
Texas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$395K -$73.2K -963 -16%
CWM
27
Cornerstone Wealth Management
Missouri
$395K +$1.37K +18 +0.3%
AIC
28
Ameritas Investment Company
Nebraska
$335K -$66.8K -901 -17%
FHC
29
First Heartland Consultants
Missouri
$332K +$990 +13 +0.3%
Stifel Financial
30
Stifel Financial
Missouri
$311K -$31.9K -419 -9%
SPIA
31
Steward Partners Investment Advisory
New York
$288K – – –
UBS Group
32
UBS Group
Switzerland
$267K -$141K -1,853 -35%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$240K -$2.08M -27,317 -90%
SCM
34
Southport Capital Management
Tennessee
$228K +$228K +2,993 New
APA
35
American Portfolios Advisors
New York
$193K +$28.7K +377 +17%
TFGT
36
TS Financial Group (TSFG)
Illinois
$181K +$304 +4 +0.2%
RG
37
Retirement Group
California
$149K -$38.5K -507 -21%
NFG
38
Next Financial Group
Texas
$136K +$229 +3 +0.2%
CWM
39
Cedar Wealth Management
California
$107K +$1.44K +19 +1%
MFA
40
McClarren Financial Advisors
Pennsylvania
$69K +$69K +912 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$66K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$152 +2 +0.3%
ASN
43
Advisory Services Network
Georgia
$54K – – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$43K – – –
GWM
45
Geneos Wealth Management
Colorado
$24K +$1.3K +16 +6%
William Blair & Company
46
William Blair & Company
Illinois
$21K -$7.78K -100 -27%
SFS
47
Sowell Financial Services
Arkansas
$20K +$228 +3 +1%
DWMG
48
DB Wealth Management Group
California
$20K +$20K +263 New
OIA
49
Optimum Investment Advisors
Illinois
$6K – – –
SBL
50
Sargent Bickham Lagudis
Colorado
$6K – – –
1
2
3